WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.49B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$5.94M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.99M
5
VRT icon
Vertiv
VRT
+$3.53M

Top Sells

1
+$8.33M
2
+$4.62M
3
+$4.18M
4
TSLA icon
Tesla
TSLA
+$3.49M
5
TER icon
Teradyne
TER
+$2.92M

Sector Composition

1 Technology 23.58%
2 Financials 10.14%
3 Healthcare 8.62%
4 Consumer Discretionary 7.49%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$39.9K ﹤0.01%
30
727
$39.9K ﹤0.01%
1,174
+646
728
$39.5K ﹤0.01%
342
729
$39.3K ﹤0.01%
1,526
+1,297
730
$38.7K ﹤0.01%
+3,788
731
$38.6K ﹤0.01%
554
-264
732
$38.3K ﹤0.01%
1,102
+1,093
733
$38K ﹤0.01%
759
734
$37.7K ﹤0.01%
347
+25
735
$37.6K ﹤0.01%
+87
736
$37.4K ﹤0.01%
890
+758
737
$37.3K ﹤0.01%
600
738
$36.8K ﹤0.01%
146
739
$36.7K ﹤0.01%
999
-3,704
740
$36.4K ﹤0.01%
1,304
741
$36.1K ﹤0.01%
224
+48
742
$36K ﹤0.01%
1,306
743
$35.7K ﹤0.01%
1,045
744
$35.5K ﹤0.01%
4,944
745
$35.4K ﹤0.01%
407
746
$34.9K ﹤0.01%
809
-2,420
747
$34.9K ﹤0.01%
1,746
748
$34.7K ﹤0.01%
183
749
$34.2K ﹤0.01%
2,416
+560
750
$33.8K ﹤0.01%
520
+251
28 29
30
31 32